Everything you need, in one clear view.
Workspace overview
Dashboard
Move your work forward
Turn client work into completed projects, invoices, and paid revenue.
Outstanding invoices
12
€34,500
Outstanding expenses
8
€12,400
Active projects
6
+2
Open backlog items
24
+8
Needs attention
3Revenue this year
Manage
Everything you need to manage projects and finances.
Project workspace
Website redesign
Backlog
2Project brief
Write homepage copy
In progress
2Dashboard concept
Client review
Done
2Workspace setup
Launch checklist
Planning
Project Planning
Break down work into clear steps, set deadlines, and keep every project on track from start to finish.
Financial overview
Revenue & invoices
Revenue
€42,800
+12%
Outstanding
€9,100
4 invoices
Expenses
€12,400
-8%
Analysis
Financial Tracking
Track expenses, monitor budgets, and get a real-time view of your financial health without messy spreadsheets.
Project task
Review onboarding flow
Align the team on the final onboarding steps and share feedback in one place.
Recent activity
Jamie added a comment · Looks good, let’s ship this.
Task details
Assignee
Alex Morgan
Due date
Jun 24, 2025
Priority
High
Collab
Team Collaboration
Assign tasks, share updates, and collaborate seamlessly so your team always knows what’s next.
Project insights
Performance report
Tasks completed
78%
Project health
Insights
Insights & Reports
Turn project and financial data into easy-to-read reports that help you make smarter business decisions.
Third-party integrations
Connect Stripe, Exact Online, and more—all in one place.
Connect your tools
Your stack, in sync
Connect Stripe and Exact Online to bring project and finance data together automatically.
Security
Optional Two-Factor Authentication
Add an extra layer of protection with 2FA. Keep your projects and financial data secure, with the flexibility to enable it per user.
Payments
Track Payments with Ease
View invoice status, stay on top of payments, and keep your accounting always up to date.
Invoices
Create Invoices Effortlessly
Generate professional invoices directly in PlanSmooth and send them instantly to Exact Online.